Purchases and Sales Made in Q1 2023 in Invesco (BSMN)
This table provides information about the institutional ownership of Invesco (BSMN) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History | 
|---|---|---|---|---|---|---|---|
| 
               
                  May 11, 2023
                  Q1 2023
                 
               |   
            
              
   
      Tlwm
       
           
            San Antonio, TX  | 
            
               SELL                   
             | 
            - | 
              -1.05K- 7.06% | 
            
                                   
                  $26.4K - $26.5K
                 
             |    
            
                                 
                13.9K
                $0
                
             |               
            |
| 
               
                  Apr 18, 2023
                  Q1 2023
                 
               |   
            
              
   
      J2 Capital Management Inc
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -1.35K- 13.68% | 
            
                                   
                  $33.7K - $33.9K
                 
             |    
            
                                 
                8.49K
                $0
                
             |               
            |
| 
               
                  May 12, 2023
                  Q1 2023
                 
               |   
            
              
   
      Advisor Group Holdings, Inc.
       
           
            Phoenix, AZ  | 
            
               SELL                   
             | 
            - | 
              -2.01K- 1.88% | 
            
                                   
                  $50.4K - $50.7K
                 
             |    
            
                                 
                105K
                $0
                
             |               
            |
| 
               
                  May 12, 2023
                  Q1 2023
                 
               |   
            
              
   
      Ubs Group Ag
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -2.43K- 2.4% | 
            
                                   
                  $60.7K - $61.1K
                 
             |    
            
                                 
                98.7K
                $0
                
             |               
            |
| 
               
                  May 04, 2023
                  Q1 2023
                 
               |   
            
              
   
      Clear Harbor Asset Management, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -2.8K- 17.46% | 
            
                                   
                  $70.1K - $70.6K
                 
             |    
            
                                 
                13.2K
                $0
                
             |               
            |
| 
               
                  May 05, 2023
                  Q1 2023
                 
               |   
            
              
   
      Delta Investment Management, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -4.12K- 6.36% | 
            
                                   
                  $103K - $104K
                 
             |    
            
                                 
                60.6K
                $0
                
             |               
            |
| 
               
                  Apr 10, 2023
                  Q1 2023
                 
               |   
            
              
   
      Bcs Wealth Management
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -4.31K- 16.67% | 
            
                                   
                  $108K - $109K
                 
             |    
            
                                 
                21.5K
                $0
                
             |               
            |
| 
               
                  May 04, 2023
                  Q1 2023
                 
               |   
            
              
   
      Denver Wealth Management, Inc.
       
           
            Greenwood Village, CO  | 
            
               SELL                   
             | 
            - | 
              -6K- 11.26% | 
            
                                   
                  $150K - $151K
                 
             |    
            
                                 
                47.3K
                $0
                
             |               
            |
| 
               
                  Apr 18, 2023
                  Q1 2023
                 
               |   
            
              
   
      Ifp Advisors, Inc
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -8.73K- 33.6% | 
            
                                   
                  $219K - $220K
                 
             |    
            
                                 
                17.3K
                $0
                
             |               
            |
| 
               
                  Apr 27, 2023
                  Q1 2023
                 
               |   
            
              
   
      Stratos Wealth Partners, Ltd.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -9.15K- 22.18% | 
            
                                   
                  $229K - $231K
                 
             |    
            
                                 
                32.1K
                $0
                
             |               
            |
| 
               
                  Apr 19, 2023
                  Q1 2023
                 
               |   
            
              
   
      Carnegie Capital Asset Management, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -11.6K- 26.21% | 
            
                                   
                  $290K - $292K
                 
             |    
            
                                 
                32.6K
                $0
                
             |               
            |
| 
               
                  May 12, 2023
                  Q1 2023
                 
               |   
            
              
   
      Wells Fargo & Company
       
           
            San Francisco, CA  | 
            
               SELL                   
             | 
            - | 
              -20K- 9.15% | 
            
                                   
                  $500K - $503K
                 
             |    
            
                                 
                198K
                $0
                
             |               
            |
| 
               
                  May 12, 2023
                  Q1 2023
                 
               |   
            
              
   
      Bank Of America Corp 
       
           
            Charlotte, NC  | 
            
               SELL                   
             | 
            - | 
              -23.3K- 9.47% | 
            
                                   
                  $585K - $589K
                 
             |    
            
                                 
                223K
                $0
                
             |               
            |
| 
               
                  May 15, 2023
                  Q1 2023
                 
               |   
            
              
   
      Morgan Stanley
       
           
            New York, NY  | 
            
               SELL                   
             | 
            - | 
              -35.2K- 37.44% | 
            
                                   
                  $881K - $886K
                 
             |    
            
                                 
                58.7K
                $0
                
             |               
            |
| 
               
                  May 15, 2023
                  Q1 2023
                 
               |   
            
              
   
      Royal Bank Of Canada
       
           
            Toronto, A6  | 
            
               SELL                   
             | 
            - | 
              -35.5K- 86.56% | 
            
                                   
                  $888K - $894K
                 
             |    
            
                                 
                5.51K
                $0
                
             |               
            |
| 
               
                  May 10, 2023
                  Q1 2023
                 
               |   
            
              
   
      Lpl Financial LLC
       
           
            Fort Mill, SC  | 
            
               SELL                   
             | 
            - | 
              -48.1K- 11.25% | 
            
                                   
                  $1.21M - $1.21M
                 
             |    
            
                                 
                380K
                $0
                
             |               
            |
| 
               
                  Apr 04, 2023
                  Q1 2023
                 
               |   
            
              
   
      Garrett Investment Advisors LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -53.8K- 70.62% | 
            
                                   
                  $1.35M - $1.36M
                 
             |    
            
                                 
                22.4K
                $0
                
             |